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Turning Point Benefit Group, Inc.: IJJ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Turning Point Benefit Group, Inc. on IJJ, newest first. How the timeline and the estimate are built.

Turning Point Benefit Group, Inc. held 19,473 IJJ shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,473 shares
    Change vs previous 13F +14,127 shares

    1.23% of the 13F portfolio, value $2,864,017.

    13F-HR 0002008513-26-000006 filed by Turning Point Benefit Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 5,346 shares
    Change vs previous 13F -8,549 shares

    0.46% of the 13F portfolio, value $716,524.

    13F-HR 0002008513-26-000002 filed by Turning Point Benefit Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 13,895 shares
    Change vs previous 13F +3,146 shares

    0.96% of the 13F portfolio, value $1,828,442.

    13F-HR 0002008513-26-000001 filed by Turning Point Benefit Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 10,749 shares
    Change vs previous 13F +7,254 shares

    0.84% of the 13F portfolio, value $1,400,487.

    13F-HR 0002008513-25-000004 filed by Turning Point Benefit Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 3,495 shares
    Change vs previous 13F +1,242 shares

    0.33% of the 13F portfolio, value $431,912.

    13F-HR 0001667731-25-001017 filed by Turning Point Benefit Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 2,253 shares
    Change vs previous 13F -3,295 shares

    0.22% of the 13F portfolio, value $240,147.

    13F-HR 0001667731-25-000612 filed by Turning Point Benefit Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 5,548 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $692,723.

    13F-HR 0001667731-25-000201 filed by Turning Point Benefit Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).